To request pre-filled forms for a new managed account, please complete the Back Office Butler form below (* denotes required fields). Questions? Call (888)388-8303 or email (info@abscap.com).
"*" indicates required fields
Use the NOTES section below for your custom model. Indicate which fund(s) are to be used – The Defender Fund, The Asset Allocator Fund, The Teberg Fund– including the % of each fund with a minimum allocation of 25% in any given fund and a total allocation that equals 100%
Minimum investment in each Fund if using more than one Fund is 25%. Total must equal 100% and only whole numbers can be used.
Please make certain to fill out both the Client Information area as well as the Joint Account Holder area below.
Please add information not specified above such as fees, additional accounts to manage with respective balances, etc.
If more than one account per client, list other accounts here.
Within one business day, Absolute Capital will process your request and send you a secure email with the requested forms, or contact you should we require any clarifications.
If you have any questions, need to request expedited fulfillment, or would like to arrange for an alternative delivery method for forms, please provide details in the Note section above, or contact Absolute Capital at (888) 388-8303 or email (info@abscap.com).
